The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   389,027,063 2,155,394 SH   SOLE   2,155,394 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   332,207,877 21,642,207 SH   SOLE   21,642,207 0 0
ATLASSIAN CORPORATION CL A 049468101   210,218,733 1,077,437 SH   SOLE   1,077,437 0 0
AVIS BUDGET GROUP COM 053774105   2,134,585,810 17,430,882 SH   SOLE   17,430,882 0 0
BURLINGTON STORES INC COM 122017106   48,286,232 207,960 SH   SOLE   207,960 0 0
COMCAST CORP NEW CL A 20030N101   42,036,452 969,699 SH   SOLE   969,699 0 0
CONFLUENT INC CLASS A COM 20717M103   15,759,765 516,375 SH   SOLE   516,375 0 0
DATADOG INC CL A COM 23804L103   182,959,518 1,480,255 SH   SOLE   1,480,255 0 0
GLOBAL E ONLINE LTD SHS M5216V106   22,995,773 632,621 SH   SOLE   632,621 0 0
LITHIA MTRS INC COM 536797103   42,972,135 142,831 SH   SOLE   142,831 0 0
META PLATFORMS INC CL A 30303M102   516,926,617 1,064,555 SH   SOLE   1,064,555 0 0
MGM RESORTS INTERNATIONAL COM 552953101   13,217,384 279,970 SH   SOLE   279,970 0 0
NETFLIX INC COM 64110L106   1,325,208,029 2,182,023 SH   SOLE   2,182,023 0 0
NVIDIA CORPORATION COM 67066G104   153,351,300 169,719 SH   SOLE   169,719 0 0
PAYPAL HLDGS INC COM 70450Y103   9,383,758 140,077 SH   SOLE   140,077 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   423,992,464 3,647,247 SH   SOLE   3,647,247 0 0
PLANET FITNESS INC CL A 72703H101   382,763,746 6,111,508 SH   SOLE   6,111,508 0 0
SHOPIFY INC CL A 82509L107   313,773 4,066 SH   SOLE   4,066 0 0
SNAP INC CL A 83304A106   747,517,123 65,114,732 SH   SOLE   65,114,732 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   105,079,702 398,180 SH   SOLE   398,180 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   104,490,073 768,027 SH   SOLE   768,027 0 0
TRIPADVISOR INC COM 896945201   35,958,926 1,293,952 SH   SOLE   1,293,952 0 0